Home / Estate planning / Vanilla
Estate planning software for advisors: AI-built estate summaries, document creation and scenario modeling. ↗ justvanilla.com
Pricing
No public pricing found on the vendor pages we checked (demo/quote).
Integrations
- Salesforce
- Orion
- Black Diamond
- Addepar
- eMoney
Security & compliance claims
- Says it has completed four consecutive SOC 2 Type II audits with zero findings
- AES-256, SSO and MFA mentioned on integrations page
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Has a pricing page, but we found no dollar amounts on it.
Compare Vanilla
Similar tools
- ZocksMeeting notes & follow-up · Document parsing & data extractionEssentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 /…
- HolistiplanTax planning · Document parsing & data extractionAnnual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premi…
- FP AlphaTax planning · Document parsing & data extractionAll-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insur…
- Wealth.comEstate planning · Tax planningNot published ('Inquire for Pricing').